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Marketing Matters: The Evolution of Third-Party Solutions Providers in an Evolving Ecosystem

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Third-party, digitally-enabled marketing solutions focused on driving lead gen for independent financial advisors continue to proliferate, and small wonder.  Effectively identifying and converting prospective...

Top 5 VC Deals of the Week in AI (4/26/24)

This week we continue our series on the top 5 VC-funded deals in AI. This week's winners included the pharma sector with a WHOPPING $1...

Decentralized Diaries for the Week of 4/22/24

The crypto industry is no longer a touch-and-go affair, with laws and rules changing the game's nature.  That said, inter-country collaborations are (very much) alive...

MARTECH MINUTES: What Advisors Must Know About Prospect Communication

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In digital marketing, advisors must know prospect communication regulations and guidelines. One crucial legal framework is the CAN-SPAM Act, enacted in 2003.

Top 5 VC Deals of the Week in AI (4/19/24)

This week we continue our series on the top 5 VC-funded deals in AI. This week's winners included the gaming sector (which seems to be...

Advisor Tech Talk (Week of 4/15/24)

Out of the very extensive list of headlines in this week’s roundup of advisor tech news, one item stands out as...

The Week in Digital Wealth (4/15/24)

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Industry tailspins are (no longer) a thing. It remains to be seen how this uptrend will be maintained, with partnerships dictating the pace of...

Decentralized Diaries for the Week of 4/15/24

Crypto compliance is still an ongoing journey, with regulatory efforts keeping pace with evolving innovations. That said, many actors still found ways to dodge...

Top 5 VC Deals of the Week in AI (4/12/24)

We're continuing to see great variety in the categories comprising our top 5 venture-funded AI deals for the past week.   The recent wave of venture...

Top 5 VC AI Deals of the Week in AI 4/5/24)

Once again, this week we have an incredibly diverse group of companies (and categories) comprising our top 5 venture-funded AI deals for the past...